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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
651
Texas Capital Bank Wealth Management Services
Texas
$6.35M -$291K -2,092 -4%
BFM
652
Boston Financial Management
Massachusetts
$6.32M -$147K -1,055 -2%
GAAM
653
Guinness Atkinson Asset Management
California
$6.29M -$655K -4,710 -9%
CFG
654
Cambridge Financial Group
Ohio
$6.28M +$9.04K +65 +0.1%
CAG
655
Crestwood Advisors Group
Massachusetts
$6.26M +$82.7K +595 +1%
ZCM
656
Ziegler Capital Management
Illinois
$6.21M +$83.3K +599 +1%
AFWM
657
AMJ Financial Wealth Management
Virginia
$6.19M +$231K +1,661 +4%
SAM
658
Smithbridge Asset Management
Pennsylvania
$6.16M +$135K +970 +2%
WF
659
WoodTrust Financial
Wisconsin
$6.12M +$110K +791 +2%
HVIA
660
Hudson Valley Investment Advisors
New York
$6.09M -$197K -1,419 -3%
DLCIG
661
D.L. Carlson Investment Group
New Hampshire
$6.07M -$2.42M -17,439 -28%
BS
662
Banco Santander
Spain
$6.07M -$1.21M -8,701 -16%
CI
663
Cigna Investments
Connecticut
$6.06M +$273K +1,967 +5%
BGDI
664
BW Gestao de Investimentos
Brazil
$6.04M +$814K +5,852 +15%
BJL
665
Brighton Jones LLC
Washington
$6.02M +$796K +5,723 +14%
EW
666
Evoke Wealth
California
$6M +$5.07M +36,497 +427%
VSWA
667
Vontobel Swiss Wealth Advisors
Switzerland
$5.98M -$980K -7,048 -14%
NRS
668
Neville Rodie & Shaw
New York
$5.97M +$65.3K +470 +1%
TIP
669
Torray Investment Partners
Maryland
$5.94M -$3.34K -24 -0.1%
MCM
670
Mattern Capital Management
Colorado
$5.94M -$3.2K -23 -0.1%
WANY
671
Wealthspire Advisors (New York)
New York
$5.91M +$2.02M +14,497 +48%
PJSIMP
672
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.89M -$244K -1,753 -4%
SCA
673
Stokes Capital Advisors
South Carolina
$5.87M +$49.2K +354 +0.8%
MC
674
Moors & Cabot
Massachusetts
$5.86M -$1.59M -11,454 -21%
BAM
675
Bell Asset Management
Australia
$5.83M +$1.07M +7,723 +21%
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